---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43137000.md"
description: "July is completely over, hard to look back on, but we need to seriously review.Don't try to predict the monthly market index fluctuations; it's become less and less accurate over these past 2 years.Many forecasts rely on big data, but in reality, information creation and flow have accelerated, meaning changes happen faster now too.In this fast-paced era, we need to find what remains constant. Slowing down will become increasingly important.After this week's earnings reports, the 'cloud factory' concept has re-emerged. They have addressed the ROI issue of AI investments; next, we'll see how sustainable it is.I remain bullish on Google, Amazon, and Microsoft.Google had a catch-up rally last night. Google and Amazon get extra points for their strong self-developed chips.Microsoft is also slowly getting back on track.In the future, hold good assets for the long term, and accumulate more shares of good companies. Looking at 5 or 10 years, taking it slow is fine. Slow is fast!$NVIDIA(NVDA.US)$Taiwan Semiconductor(TSM.US)$Microsoft(MSFT.US)$Alphabet - C(GOOG.US)$Amazon(AMZN.US)"
datetime: "2026-08-01T05:14:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43137000.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43137000.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43137000.md)
author: "[大宇投资笔记](https://longbridge.com/en/profiles/13928429.md)"
---

# July is completely over, hard to look back on, but…


### Related Stocks

- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (1)

- **跟顾神反着买 · 2026-08-01T05:33:57.000Z · 👍 1**: Indeed fierce